IA

IFP Advisors Portfolio holdings

AUM $4.82B
1-Year Est. Return 20.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.1B
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,706
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$21.2M
3
+$10M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.47M
5
SPTL icon
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
+$7.58M

Top Sells

1
+$14.9M
2
+$7.26M
3
+$6.75M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$6.72M
5
SPSM icon
State Street SPDR Portfolio S&P 600 Small Cap ETF
SPSM
+$6.17M

Sector Composition

1 Technology 4.45%
2 Consumer Discretionary 2.11%
3 Financials 2.1%
4 Healthcare 1.7%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2651
$2K ﹤0.01%
400
2652
$2K ﹤0.01%
8
-19
2653
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50
2654
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2655
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2656
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5
2657
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100
2658
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53
+20
2659
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+10
2660
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18
2661
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3
2662
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25
2663
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51
2664
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+10
2665
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+2
2666
$1K ﹤0.01%
4
2667
– –
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2670
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2671
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1
2672
– –
0
2673
$1K ﹤0.01%
1
-6
2674
$1K ﹤0.01%
9
2675
$1K ﹤0.01%
+2
105 106
107
108 109